Civic Intelligence

Morgan Elementary School PTA

EIN 30-0681628 • 501(c)3 • Clemmons, NC

990-N Coverage

Profile

Public k-5 grade school support.

3210 Village Point DriveClemmons, NC 27012

wsfcs.k12.nc.us/PAGE/42606

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

40th percentile

-2.4%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

77th percentile

21%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

52nd percentile

0.2%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,490

Down $2,362 (-6.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$35,490

Down $2,362 (-6.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin40th percentile

Revenue

Down

$96,431

Down $1 (-0.0%) from 2024

Expenses

Up

$98,793

Up $15,867 (+19%) from 2024

Net Income

Down

-$2,362

Down $15,868 (-117%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2014: $8,163Liabilities 2014: $0Net Assets 2014: $8,1632014Assets 2015: $12,143Liabilities 2015: $0Net Assets 2015: $12,1432015Assets 2020: $8,083Liabilities 2020: $0Net Assets 2020: $8,0832020Assets 2021: $18,907Liabilities 2021: $0Net Assets 2021: $18,9072021Assets 2022: $31,671Net Assets 2022: $31,6712022Assets 2023: $24,345Net Assets 2023: $24,3452023Assets 2024: $37,852Net Assets 2024: $37,8522024Assets 2025: $35,490Net Assets 2025: $35,4902025

Highlighted filing

2025

Assets$35,490
Liabilities-
Net Assets$35,490
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $106,273Expenses 2014: $118,456Net Income 2014: -$12,1832014Revenue 2015: $120,689Expenses 2015: $116,689Net Income 2015: $4,0002015Revenue 2020: $75,620Expenses 2020: $78,845Net Income 2020: -$3,2252020Revenue 2021: $48,125Expenses 2021: $37,301Net Income 2021: $10,8242021Revenue 2022: $88,703Expenses 2022: $75,939Net Income 2022: $12,7642022Revenue 2023: $95,963Expenses 2023: $103,289Net Income 2023: -$7,3262023Revenue 2024: $96,432Expenses 2024: $82,926Net Income 2024: $13,5062024Revenue 2025: $96,431Expenses 2025: $98,793Net Income 2025: -$2,3622025

Highlighted filing

2025

Revenue$96,431
Expenses$98,793
Net Income-$2,362
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,490
Liabilities
-
Net assets
$35,490
Revenue
$96,431
Expenses
$98,793
Net income
-$2,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.96$0.99$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.96$0.83$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.96$1.03$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.89$0.76$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.48$0.37$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.76$0.79$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.21$1.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.06$1.18$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.0
Gross Receipts
$105,092
Mission and Program Overview

Mission

Public k-5 grade school support.

Program Services

DescriptionGrantsExpenses
SCHOOL CURRICULUM SUPPORT: DIRECT CLASSROOM & SCHOOL CURRICULUM SUPPORT VIA EDUCATIONAL PROGRAMS, MATERIALS, SOFTWARE, TECHNOLOGY, MEDIA CENTER SUPPORT, SCIENCE FESTIVAL, & CLUBS. BENEFITS ENTIRE SCHOOL ENROLLMENT OF APPROXIMATELY 700 STUDENTS.-$82,102
PARENT/SCHOOL COMMUNITY: ENCOURAGING PARENT & COMMUNITY INVOLVEMENT THROUGH FAMILY EVENTS, SCHOOL FUN EVENTS, & YEARBOOK DEVELOPMENT. PTA OFFERED SEVERAL FREE FAMILY MOVIE NIGHTS, SPECIAL FREE EVENTS DURING BOOK FAIRS, MONTHLY FREE BREAKFAST WITH SPECIAL SPEAKERS THROUGH THE ALL PRO DAD PROGRAM FOR DADS/UNCLES/GRANDFATHERS/ETC. AND THEIR STUDENTS. PARTICIPATION IN THE REFLECTIONS CONTEST IS ALSO AVAILABLE TO ALL STUDENTS.-$11,410
BOOSTERTHON CHARACTER DEVELOPMENT/FUN RUN/FUNDRAISER: SCHOOL-WIDE PROGRAM TO DEVELOP POSITIVE ATTITUDES TOWARD PHYSICAL FITNESS, CHARACTER DEVELOPMENT WITH ANTI-BULLYING FOCUS, PTA FUN RUN FUNDRAISER. ALL STUDENTS TOOK PART IN PROGRAM AND FUN RUN. APPROXIMATELY 700 STUDENTS BENEFITTED.-$5,281
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN CLOUSEPresidentPT$0--
EMILY HILLVice PresidePT$0--
SARA BRIDGESTreasurerPT$0--
HEIDI WYLIESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Morgan Elementary School Pta
EIN
30-0681628
Phone
3366923498
Address
3210 VILLAGE POINT DRIVE, CLEMMONS, NC 27012

Signing Officer

Name
Rustin Mcneill
Title
Treasurer
Phone
3366923498
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Butler Burke Llp
Address
100 CLUB OAKS COURT SUITE A, WINSTONSALEM, NC 27104
Preparer
Jane R Potter
Phone
3367682310
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Sales tax refund 2,587 total 2,587”

Form 990-ez, Part I, Line 16

“Expenses folder ads 1,865 school support 75,226 staff appreciation 3,691 all pro dads expense 2,189 book fair expense 9,060 miscellaneous 6,762 total 98,793”

Form 990-ez, Part III, Line 28

“School curriculum support: direct classroom & school curriculum support via educational programs, materials, software, technology, media center support, science festival, & clubs. Benefits entire school enrollment of approximately 700 students.”

Form 990-ez, Part III, Line 29

“Boosterthon character development/fun run/fundraiser: school-wide program to develop positive attitudes toward physical fitness, character development with anti-bullying focus, pta fun run fundraiser. All students took part in program and fun run. Approximately 700 students benefitted.”

Form 990-ez, Part III, Line 30

“Parent/school community: encouraging parent & community involvement through family events, school fun events, & yearbook development. Pta offered several free family movie nights, special free events during book fairs, monthly free breakfast with special speakers through the all pro dad program for dads/uncles/grandfathers/etc. And their students. Participation in the reflections contest is also available to all students.”

Raw XML Appendix157 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BOOSTERTHON CHARACTER DEVELOPMENT/FUN RUN/FUNDRAISER: SCHOOL-WIDE PROGRAM TO DEVELOP POSITIVE ATTITUDES TOWARD PHYSICAL FITNESS, CHARACTER DEVELOPMENT WITH ANTI-BULLYING FOCUS, PTA FUN RUN FUNDRAISER. ALL STUDENTS TOOK PART IN PROGRAM AND FUN RUN. APPROXIMATELY 700 STUDENTS BENEFITTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARENT/SCHOOL COMMUNITY: ENCOURAGING PARENT & COMMUNITY INVOLVEMENT THROUGH FAMILY EVENTS, SCHOOL FUN EVENTS, & YEARBOOK DEVELOPMENT. PTA OFFERED SEVERAL FREE FAMILY MOVIE NIGHTS, SPECIAL FREE EVENTS DURING BOOK FAIRS, MONTHLY FREE BREAKFAST WITH SPECIAL SPEAKERS THROUGH THE ALL PRO DAD PROGRAM FOR DADS/UNCLES/GRANDFATHERS/ETC. AND THEIR STUDENTS. PARTICIPATION IN THE REFLECTIONS CONTEST IS ALSO AVAILABLE TO ALL STUDENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUND 2,587 TOTAL 2,587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FOLDER ADS 1,865 SCHOOL SUPPORT 75,226 STAFF APPRECIATION 3,691 ALL PRO DADS EXPENSE 2,189 BOOK FAIR EXPENSE 9,060 MISCELLANEOUS 6,762 TOTAL 98,793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL CURRICULUM SUPPORT: DIRECT CLASSROOM & SCHOOL CURRICULUM SUPPORT VIA EDUCATIONAL PROGRAMS, MATERIALS, SOFTWARE, TECHNOLOGY, MEDIA CENTER SUPPORT, SCIENCE FESTIVAL, & CLUBS. BENEFITS ENTIRE SCHOOL ENROLLMENT OF APPROXIMATELY 700 STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOSTERTHON CHARACTER DEVELOPMENT/FUN RUN/FUNDRAISER: SCHOOL-WIDE PROGRAM TO DEVELOP POSITIVE ATTITUDES TOWARD PHYSICAL FITNESS, CHARACTER DEVELOPMENT WITH ANTI-BULLYING FOCUS, PTA FUN RUN FUNDRAISER. ALL STUDENTS TOOK PART IN PROGRAM AND FUN RUN. APPROXIMATELY 700 STUDENTS BENEFITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PARENT/SCHOOL COMMUNITY: ENCOURAGING PARENT & COMMUNITY INVOLVEMENT THROUGH FAMILY EVENTS, SCHOOL FUN EVENTS, & YEARBOOK DEVELOPMENT. PTA OFFERED SEVERAL FREE FAMILY MOVIE NIGHTS, SPECIAL FREE EVENTS DURING BOOK FAIRS, MONTHLY FREE BREAKFAST WITH SPECIAL SPEAKERS THROUGH THE ALL PRO DAD PROGRAM FOR DADS/UNCLES/GRANDFATHERS/ETC. AND THEIR STUDENTS. PARTICIPATION IN THE REFLECTIONS CONTEST IS ALSO AVAILABLE TO ALL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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